How to create a service

This article covers how to create a service in Pabau.

Setting up your services properly is essential to managing your diary properly. 

Feel free to check out our Pabau Academy video on creating a service.

  1. In the left sidebar, go to Setup > Products & Services > Services.
  2. Click on New Service in the top right corner.
  3. Now, you must select what type of service you want to create. There are three types:
    Service- your bread and butter, services limited to a single client.
    Virtual- appointments carried out through Pabau's online video conferencing.
    Class- appointments intended for more than one person.
  4. In the general tab, input the service details. There are several fields you'll need to populate:
    Service name- this name will be visible to clients, so make sure it's accurate.
    Service code- this is optional.
    Category- the category that this service belongs to. To learn more about categories, read our create a category article.
    Appointment colour- appointments related to this service will appear in the calendar with the colour of your choice.
    Image- this image will appear in the Point of Sale terminal. You can either upload from your device or choose from the library.
  5. In the Assign tab, you can select which locations this service is available in, and what staff members can perform this service.
  6. In the Pricing tab, first select if the service is:
    Book & Sell- available both to be booked in the calendar and sold in the point of sale terminal.
    Book- available to be booked in the calendar but not sold in the point of sale terminal.
    Sell- available to be sold in the point of sale terminal but not booked in the calendar.
  7. Input the service price. The currency is based on the one you've selected in your business details.
  8. Select the service duration. Appointments created for this service will default to this duration but can be adjusted when booking an appointment. Have a look at our article on how to book an appointment to learn more.
  9. Select the tax for this service.
  10. Lastly, you can also choose to add a required deposit or payment as part of the booking process for this service.

    This deposit can be set to apply either to all appointments or only online bookings.
  11. In the upper right corner, make sure the Active toggle is enabled, and click on Create.

The service is created.